Will “Financial Secretary” be Automated?

Core Skills & Abilities

• Prepare invoices, reports, memos, letters, financial statements, and other documents, using word processing, spreadsheet, database, or presentation software.

• Supervise and train other clerical staff and arrange for employee training by scheduling training or organizing training material.

• Make travel arrangements for executives.

• Perform general office duties, such as ordering supplies, maintaining records management database systems, and performing basic bookkeeping work.

• Greet visitors and determine whether they should be given access to specific individuals.

• Process payroll information.

• Open, sort, and distribute incoming correspondence, including faxes and email.

• Attend meetings to record minutes.

• Conduct research, compile data, and prepare papers for consideration and presentation by executives, committees, and boards of directors.

• Coordinate and direct office services, such as records, departmental finances, budget preparation, personnel issues, and housekeeping, to aid executives.

• Read and analyze incoming memos, submissions, and reports to determine their significance and plan their distribution.

• Provide clerical support to other departments.

• Answer phone calls and direct calls to appropriate parties or take messages.

• Meet with individuals, special interest groups, and others on behalf of executives, committees, and boards of directors.

• Review operating practices and procedures to determine whether improvements can be made in areas such as workflow, reporting procedures, or expenditures.

• Prepare responses to correspondence containing routine inquiries.

• Prepare agendas and make arrangements, such as coordinating catering for luncheons, for committee, board, and other meetings.

• Compile, transcribe, and distribute minutes of meetings.

• Set up and oversee administrative policies and procedures for offices or organizations.

• Interpret administrative and operating policies and procedures for employees.

• File and retrieve corporate documents, records, and reports.

• Manage and maintain executives' schedules.